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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1576
Private Wealth Asset Management
Iowa
$372K -$19.3K -102 -5%
CFGW
1577
Chancellor Financial Group WB
Pennsylvania
$371K – – –
ICP
1578
Interchange Capital Partners
Pennsylvania
$371K +$42.3K +224 +14%
IIM
1579
Ironwood Investment Management
Massachusetts
$370K -$7.18K -38 -2%
ACA
1580
Affinity Capital Advisors
California
$367K +$1.89K +10 +0.6%
BLAM
1581
Bourne Lent Asset Management
New York
$367K +$37.8K +200 +13%
PAM
1582
PVG Asset Management
Colorado
$367K +$331K +1,750 New
EFA
1583
Edge Financial Advisors
Illinois
$367K +$4.34K +23 +1%
DJSG
1584
D.J. St. Germain
Massachusetts
$366K +$23.6K +125 +8%
IPW
1585
Impact Partnership Wealth
Georgia
$364K +$56.9K +301 +21%
CWM
1586
Consultiva Wealth Management
Puerto Rico
$364K – – –
CWM
1587
Connecticut Wealth Management
Connecticut
$363K -$96.7K -512 -23%
BFA
1588
Bill Few Associates
Pennsylvania
$363K -$9.44K -50 -3%
GS
1589
GWN Securities
Florida
$362K -$6.01M -31,835 -95%
MHR
1590
Matthew Hamilton Rosenberg
$362K +$154K +813 +89%
NCM
1591
Northside Capital Management
Oregon
$362K +$326K +1,726 New
PWM
1592
PBMares Wealth Management
Virginia
$361K +$13.2K +70 +4%
AHC
1593
Adell Harriman & Carpenter
Texas
$360K +$2.27K +12 +0.7%
QFPS
1594
Quantum Financial Planning Services
Washington
$359K – – –
HPBT
1595
Hickory Point Bank & Trust
Illinois
$359K – – –
UWM
1596
Udine Wealth Management
Florida
$359K +$323K +1,711 New
CCC
1597
Chelsea Counsel Company
California
$358K – – –
RCM
1598
RB Capital Management
Nevada
$358K +$12.5K +66 +4%
AGAM
1599
Audent Global Asset Management
California
$357K +$5.86K +31 +2%
BEW
1600
Burton Enright Welch
California
$357K +$2.64K +14 +0.8%
62 63
64
65 66